Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
NCR VOYIX CORPORATION | 5,018,513 | UNCH | $135,901 |
NCR | 5,018,513 | UNCH | $135,901 |
EVOLENT HEALTH INC | 3,261,458 | +428,648 | $107,726 |
EVH | 3,261,458 | +428,648 | $107,726 |
SHAKE SHACK INC | 1,367,231 | UNCH | $101,339 |
SHAK | 1,367,231 | UNCH | $101,339 |
V F CORP | 5,341,368 | +145,084 | $100,418 |
VFC | 5,341,368 | +145,084 | $100,418 |
UPBOUND GROUP INC | 2,396,916 | -1,270,457 | $81,423 |
UPBD | 2,396,916 | -1,270,457 | $81,423 |
NCR ATLEOS CORPORATION | 2,509,256 | +2,509,256 | $60,950 |
NATL | 2,509,256 | +2,509,256 | $60,950 |
PRA GROUP INC | 2,010,750 | +2,010,750 | $52,682 |
PRAA | 2,010,750 | +2,010,750 | $52,682 |
NEVRO CORP | 2,168,163 | +2,168,163 | $46,659 |
NVRO | 2,168,163 | +2,168,163 | $46,659 |
See Full List: All Stocks Held By Engaged Capital LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
See Details: Top 10 Stocks Held By Engaged Capital LLC
Size ($ in 1000's)
At 12/31/2023: $733,747 At 09/30/2023: $548,529 Combined Holding Report Includes:
Engaged Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Engaged Capital LLC 13F filings. Link to 13F filings: SEC filings |